Divorce brings emotional and financial challenges that can feel overwhelming. We understand that it is more than just a judicial event—it’s a major life transition. As you navigate your divorce, you may find yourself facing a myriad of new situations and decisions. You don’t have to do it alone. Our team takes the time to listen, ensuring we fully understand your unique situation and goals. With a blend of technical expertise and compassionate support, we guide you through the various financial complexities so you can focus on your new life and shaping the future you deserve, with clarity, confidence, and care.
EXAMPLES OF SERVICES OFFERED
Pre-settlement, BWA’s role is to help ensure that you are getting an equitable settlement. We do not favor any side nor do we decide who gets what. Instead we bring our depth of experience and knowledge about the shared assets to provide transparency and clarity so an equitable division can be agreed upon by both parties. Read the story about ensuring that Katherine received an equitable settlement.
Post-settlement, we work collaboratively to ensure every aspect of your financial picture is dialed in, so you can move forward with confidence and peace of mind. Read the story about Susan’s post-divorce budgeting journey.
Our Services May Include:
- Strategic Asset Division: Assess the financial and tax implications of various assets to guide decisions that enable a fair and equitable division
- Personalized Financial Projections: You may wonder whether your assets will sustain your lifestyle and for how long. We will address this questions and regularly monitor it so you can be confident in your financial future
- Tax Planning Expertise: With our team of in-house CPAs, we will build a tax strategy aiming to minimize your tax liabilities while helping you navigate liabilities and tax-saving opportunities effectively. Read the story about Rachel navigating the tax challenges of her ex-husband’s equity compensation.
- Updated Estate and Insurance Plans: Work with you and your legal team to identify revisions to your estate documents, trusts, and beneficiary designations to reflect your new circumstances while securing your financial legacy
- Education and Family Planning: We want to minimize the financial impact on your children so we will align your priorities to support your family’s well-being
- Portfolio Reconstruction: We help you rebuild an investment portfolio that meets your life’s goal and objectives, and meets the needs of your lifestyle
THE TEAM BEHIND YOU
- At Bordeaux Wealth Advisors, our team is built to support you through the intricate financial challenges of divorce. With Certified Public Accountants (CPAs), Certified Financial Planners™ (CFPs®), and Certified Divorce Financial Analysts® (CDFAs®), we bring decades of experience to help you navigate this complex transition.
